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Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Ric M. Bryant
Executive Vice President / Investments, Financial Advisor
Carrie Jarmer, AWMA®, RICP®, CRPC®, CLTC®
Financial Advisor
Rustin Bryant, CRPC®
Financial Advisor
John E. "Jay" Atkinson
Vice President / Investments, Financial Advisor, Branch Manager
Alyssa Mathews
Registered Private Client Associate
Gianna Malagari
Registered Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 17, 2024
Happy St. Patrick's Day from the RCR team's festive, furry friends! 🍀 May the luck of the Irish follow you in all your ventures and your success be as endless as a rainbow! 🌈
March 13, 2024
Which Type of Special Needs Trust Is Right for You?
#WealthyWednesday It is important to understand the financial situation of your beneficiaries and the impact of inheriting your assets! ⚠️ A special needs trust is a popular strategy to assist someone in need without risking their eligibility for other programs. 🌟🤝🏻 Check out this article to learn more!
#EstatePlanning #PersonalFinance #Financial Planning
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
March Investment Perspectives
In this latest Investment Perspectives, we discuss the economic evolution of Mexico, the Fed’s many misconceptions, and whether there are new highs ahead for the S&P 500.
Tax Mailing Schedule
Knowing when you’ll be able to access information you need to prepare your taxes makes the process easier.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
Office Information